India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Government Hikes Windfall Tax on Crude Oil to Rs.6,000 per Tonne from Rs.3,250</li>
<li>Larsen &amp; Turbo Secures Significant Offshore Order worth Rs. 2,500 crores from ONGC</li>
<li>Mahindra &amp; Mahindra Total volume Rise 11% YoY to 69,397 Units in June 2024</li>
</ul>


Government Hikes Windfall Tax on Crude Oil to Rs.6,000 per Tonne from Rs.3,250
Larsen &amp; Turbo Secures Significant Offshore Order worth Rs. 2,500 crores from ONGC
Mahindra &amp; Mahindra Total volume Rise 11% YoY to 69,397 Units in June 2024


#22 India Insight: Increase in Windfall Tax on Crude Oil, L&T Offshore Order, M&M Volume Rise

<ul>
<li>GAIL's Rs. 12,940-crore Urja Ganga gas pipeline delayed to March 2025 completion date</li>
<li>Tata Steel UK pursues legal action against Unite union over planned July 8 strike</li>
<li>IREDA could unlock Rs. 22-lakh crore debt market for renewables energy</li>
</ul>


GAIL's Rs. 12,940-crore Urja Ganga gas pipeline delayed to March 2025 completion date
Tata Steel UK pursues legal action against Unite union over planned July 8 strike
IREDA could unlock Rs. 22-lakh crore debt market for renewables energy


#21 India Insight: Zomato Tax Demand, Tata Steel Legal Action, NTPC Rs. 12,000 Fund-Raise

<ul>
<li>Ather Energy to Invest Over Rs 2,000 Crore in Maharashtra Plant</li>
<li>UltraTech Cement to acquire 23% stake in India Cements for Rs 1,885 crore</li>
<li>India's government bonds included in JP Morgan Emerging Market index</li>
</ul>


Ather Energy to Invest Over Rs 2,000 Crore in Maharashtra Plant
UltraTech Cement to acquire 23% stake in India Cements for Rs 1,885 crore
India's government bonds included in JP Morgan Emerging Market index


#20 India Insight: Ultratech Cement Acquisition, India's Bond in JP Morgan, Ather Energy Investment

<ul>
<li>Telcos Bid INR 11,000 Crore in First Day of 5G Spectrum Auction</li>
<li>UltraTech Cement Revises RAKWCT Acquisition from 31.6% to 25% Stake </li>
<li>Bajaj Auto Achieves Over 7 Million Unit Production Capacity in FY24</li>
</ul>


Telcos Bid INR 11,000 Crore in First Day of 5G Spectrum Auction
UltraTech Cement Revises RAKWCT Acquisition from 31.6% to 25% Stake 
Bajaj Auto Achieves Over 7 Million Unit Production Capacity in FY24


#19 India Insight: Telcos Bid for 5G Spectrum, UltraTech Acquisition, Bajaj Auto Expands Capacity

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul><li>If you know me, you know I have a thing for charts, especially those showing momentum in the macro cycle.</li><li>Forget nominal levels; it’s the rate of change that really drives asset markets.</li><li>This analysis is chock-full of rate of change charts, just to remind you that we’ve only managed to nudge inflation back to just above target levels—right as the cycle’s rate of change is shifting towards re-acceleration in many places.</li></ul>

If you know me, you know I have a thing for charts, especially those showing momentum in the macro cycle.Forget nominal levels; it’s the rate of change that really drives asset markets.This analysis is chock-full of rate of change charts, just to remind you that we’ve only managed to nudge inflation back to just above target levels—right as the cycle’s rate of change is shifting towards re-acceleration in many places.

Inflation Watch: What if the Cyclical Prices Are Not Truly Tamed? Lessons from Canada and Sweden

Bulgaria
Insights on Bulgaria

#22 India Insight: Increase in Windfall Tax on Crude Oil, L&T Offshore Order, M&M Volume Rise

Government increases windfall tax on crude oil, Larsen & Turbo wins Rs. 2,500 crore offshore order from ONGC, Mahindra & Mahindra sees 11% YoY...

Sudarshan Bhandari

#21 India Insight: Zomato Tax Demand, Tata Steel Legal Action, NTPC Rs. 12,000 Fund-Raise

Delays in GAIL's gas pipeline, Tata Steel UK legal action, and IREDA's potential to unlock renewable energy debt market.

Sudarshan Bhandari

#20 India Insight: Ultratech Cement Acquisition, India's Bond in JP Morgan, Ather Energy Investment

Major investments in manufacturing and infrastructure sectors in India, with Ather Energy and UltraTech Cement leading the way, while India's...

Sudarshan Bhandari

#19 India Insight: Telcos Bid for 5G Spectrum, UltraTech Acquisition, Bajaj Auto Expands Capacity

Telcos bid INR 11,000 crore for 5G spectrum, UltraTech Cement reduces stake in RAKWCT, Bajaj Auto reaches over 7 million unit production capacity...

Sudarshan Bhandari

Inflation Watch: What if the Cyclical Prices Are Not Truly Tamed? Lessons from Canada and Sweden

If you know me, you know I have a thing for charts, especially those showing momentum in the macro cycle. Forget nominal levels; it’s the rate of...

Steno Research

#22 India Insight: Increase in Windfall Tax on Crude Oil, L&T Offshore Order, M&M Volume Rise

​Government increases windfall tax on crude oil, Larsen & Turbo wins Rs. 2,500 crore offshore order from ONGC, Mahindra & Mahindra sees 11% YoY...

Sudarshan Bhandari

#21 India Insight: Zomato Tax Demand, Tata Steel Legal Action, NTPC Rs. 12,000 Fund-Raise

​Delays in GAIL's gas pipeline, Tata Steel UK legal action, and IREDA's potential to unlock renewable energy debt market.

Sudarshan Bhandari

#20 India Insight: Ultratech Cement Acquisition, India's Bond in JP Morgan, Ather Energy Investment

​Major investments in manufacturing and infrastructure sectors in India, with Ather Energy and UltraTech Cement leading the way, while India's...

Sudarshan Bhandari

#19 India Insight: Telcos Bid for 5G Spectrum, UltraTech Acquisition, Bajaj Auto Expands Capacity

​Telcos bid INR 11,000 crore for 5G spectrum, UltraTech Cement reduces stake in RAKWCT, Bajaj Auto reaches over 7 million unit production capacity...

Sudarshan Bhandari

Inflation Watch: What if the Cyclical Prices Are Not Truly Tamed? Lessons from Canada and Sweden

If you know me, you know I have a thing for charts, especially those showing momentum in the macro cycle. Forget nominal levels; it’s the rate of...

Steno Research

Government increases windfall tax on crude oil, Larsen & Turbo wins Rs. 2,500 crore offshore order from ONGC, Mahindra & Mahindra sees 11% YoY...

Delays in GAIL's gas pipeline, Tata Steel UK legal action, and IREDA's potential to unlock renewable energy debt market.

Major investments in manufacturing and infrastructure sectors in India, with Ather Energy and UltraTech Cement leading the way, while India's...

Telcos bid INR 11,000 crore for 5G spectrum, UltraTech Cement reduces stake in RAKWCT, Bajaj Auto reaches over 7 million unit production capacity...